YieldMaxCalc

PFL Analysis

PIMCO Income Strategy Fund — is the distribution income, or your own capital coming back?

Price$7.72
Forward yield12.7%
TTM yield12.7%
Real yield2.8%
NAV (1Y)-8.7%

Partly returned capital

Over the last 1Y, PFL's 12.7% distribution yield was offset by a 8.7% NAV decline, leaving a real yield of 2.8%. Only about 22% of the headline yield was economically yours.

From here, PFL would need a 10% price gain just to return to where it started the window — before any further distributions are counted.

This verdict is generated from fixed thresholds applied to live price and distribution data, not written per fund. Two funds with the same profile always get the same wording.

How PFL generates income

PFL is an income-focused ETF issued by PIMCO. Closed-end fund seeking high current income from diversified fixed-income. Monthly distributions.

The fund is designed for investors who prioritize regular income distributions. The yield comes from a combination of dividends from the underlying holdings and any income-generating strategies the fund employs.

Income source
Dividends from underlying holdings
Issuer
PIMCO

PFL price return since first distribution

The capital half of total return. Read it against the cumulative distributions below — the two together are what a holder actually earned.

Cumulative price return: -7.43%

Want this chart with the underlying, peer funds, and the S&P overlaid on one axis? Koyfin does that — 20% off through our link (Affiliate link — we earn a commission if you subscribe, at no extra cost to you.)

Cumulative distributions collected

Running total of per-share distributions since the first payment on record — 281 payments.

Total collected per share since inception: $28.04

Research partner

Go deeper on PFL than this page can

This page answers one question well: did PFL's distributions outrun its NAV. Koyfin answers the rest — options-implied volatility on the underlying, holdings, correlation, and custom dashboards tracking your whole income sleeve. Our link gets you 20% off the first year.

Get 20% off

Affiliate link — we earn a commission if you subscribe, at no extra cost to you. Full disclosure.

Keep going with PFL

Similar funds